See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $264,622 | $53,516+394.5% | $126,539+109.1% | $84,808+212.0% |
| Participation rate | 82.1% | 58.2%+23.8pp | 69.8%+12.2pp | 68.3%+13.7pp |
| Annual return | 15.04% | 58.34%-43.3pp | 425.95%-410.9pp | 40.90%-25.9pp |
| Employer contribution / active EE | $3,676 | $1,535+139.5% | $3,674+0.1% | $2,631+39.7% |
| Participant deferral / active EE | $10,942 | $2,671+309.7% | $4,083+168.0% | $4,212+159.8% |
| Admin fee / account holder | $27,034 | $4,497+501.2% | $6,065+345.8% | $7,344+268.1% |